ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 374 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,764,286 | +8.4% | 38,505 | +1.1% | 0.06% | +3.8% |
| Q3 2022 | $2,550,000 | -8.6% | 38,071 | -1.9% | 0.05% | 0.0% |
| Q2 2022 | $2,789,000 | -13.4% | 38,794 | +4.4% | 0.05% | +6.0% |
| Q1 2022 | $3,219,000 | -16.5% | 37,164 | -10.3% | 0.05% | -10.7% |
| Q4 2021 | $3,853,000 | +5.5% | 41,451 | -5.8% | 0.06% | -3.4% |
| Q3 2021 | $3,652,000 | -1.8% | 44,002 | -2.0% | 0.06% | +18.4% |
| Q2 2021 | $3,720,000 | +11.9% | 44,915 | +3.2% | 0.05% | -2.0% |
| Q1 2021 | $3,323,000 | +121.2% | 43,518 | +107.3% | 0.05% | +117.4% |
| Q4 2020 | $1,502,000 | -52.9% | 20,997 | -15.8% | 0.02% | -58.2% |
| Q3 2020 | $3,191,000 | +123.9% | 24,941 | +106.6% | 0.06% | -8.3% |
| Q2 2020 | $1,425,000 | +16.5% | 12,072 | -3.9% | 0.06% | +7.1% |
| Q1 2020 | $1,223,000 | -21.8% | 12,560 | -3.4% | 0.06% | +7.7% |
| Q4 2019 | $1,563,000 | +4.4% | 13,008 | -3.6% | 0.05% | 0.0% |
| Q3 2019 | $1,497,000 | +6.5% | 13,500 | +5.1% | 0.05% | +18.2% |
| Q2 2019 | $1,405,000 | +2.3% | 12,844 | -1.4% | 0.04% | 0.0% |
| Q1 2019 | $1,374,000 | +13.5% | 13,027 | +0.0% | 0.04% | +4.8% |
| Q4 2018 | $1,211,000 | -11.8% | 13,023 | +1.3% | 0.04% | -2.3% |
| Q3 2018 | $1,373,000 | +6.4% | 12,854 | +0.5% | 0.04% | +4.9% |
| Q2 2018 | $1,291,000 | +5.0% | 12,785 | +1.6% | 0.04% | +2.5% |
| Q1 2018 | $1,230,000 | +2.8% | 12,587 | +3.4% | 0.04% | 0.0% |
| Q4 2017 | $1,196,000 | +6.9% | 12,175 | +1.1% | 0.04% | 0.0% |
| Q3 2017 | $1,119,000 | +13.1% | 12,047 | +8.8% | 0.04% | +5.3% |
| Q2 2017 | $989,000 | +93.9% | 11,070 | +88.5% | 0.04% | +81.0% |
| Q1 2017 | $510,000 | +7.4% | 5,873 | +1.9% | 0.02% | +5.0% |
| Q4 2016 | $475,000 | +2.8% | 5,761 | +0.3% | 0.02% | +5.3% |
| Q3 2016 | $462,000 | +589.6% | 5,744 | +546.1% | 0.02% | +533.3% |
| Q4 2015 | $67,000 | +1.5% | 889 | -4.3% | 0.00% | 0.0% |
| Q3 2015 | $66,000 | -34.7% | 929 | -29.9% | 0.00% | -25.0% |
| Q2 2015 | $101,000 | – | 1,326 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McClarren Financial Advisors, Inc. | 29,117 | $2,093,000 | 6.70% |
| Francis Financial, Inc. | 97,763 | $7,320,000 | 6.48% |
| First Affirmative Financial Network | 54,845 | $3,943,000 | 4.48% |
| HILL ISLAND FINANCIAL LLC | 137,322 | $9,873,000 | 4.38% |
| Laurel Wealth Planning LLC | 68,044 | $4,892,000 | 3.44% |
| Mascoma Wealth Management LLC | 102,253 | $7,352,000 | 2.51% |
| Financial Insights, Inc. | 33,306 | $2,395,000 | 2.43% |
| Cribstone Capital Management, LLC | 45,965 | $3,305,000 | 2.03% |
| Columbia Trust Co 01012016 | 42,016 | $3,021,000 | 1.62% |
| SOA Wealth Advisors, LLC. | 68,361 | $4,915,000 | 1.45% |